DHL Group Reports 12.6 Percent Q3 Revenue Growth and Raises 2026 Guidance
The logistics group raised its full-year outlook after double-digit revenue and EBIT growth, with air freight volumes up 12 percent on Asia-driven demand.
DHL Group reported third-quarter 2026 revenue of EUR 22.7 billion, up 12.6 percent year on year, with earnings before interest and taxes (EBIT) rising 16.2 percent to EUR 1.7 billion, according to the company's press release published on 5 November 2026. The group raised its full-year 2026 guidance, now expecting EBIT of more than EUR 7 billion.
Within the Global Forwarding, Freight division, air freight revenue rose 30.4 percent to EUR 1.5 billion and volumes increased 12 percent to 497,000 tonnes, driven by demand from Asia for chips, servers, and data center equipment. The company also stated it is investing in data-center logistics warehousing in North America and Asia Pacific.
Executive statements accompanying the results should be read as vendor claims: the company said AI-related cargo growth has surpassed e-commerce, with more than two-thirds of it moving by air, and that its Chief Executive described scaling AI for reading and comparing documents and completing forms such as customs clearance, moving beyond the pilot stage. No public volume breakdown for AI-related cargo was provided.